导读对今年来说,进入传统钢材消费淡季,钢厂供应压力凸显,利润持续收缩,铁水产量也呈现见顶回落趋势。不过,主因当前市场显示的钢厂利润和厂库情况,相比过往几次主动减产周期,恶化程度更小,暂未达到触发大幅降产阈值。展望后续,南方地区后续所面临的减产压力更大,其中螺纹、线材和中厚板是主要承压的品种,其中中厚板厂库在各区域均同比偏高。同时,也需要关注冷轧厂库去库趋势能否持续,以及华东和南方地区热卷的厂库波动...
Source Link导读对今年来说,进入传统钢材消费淡季,钢厂供应压力凸显,利润持续收缩,铁水产量也呈现见顶回落趋势。不过,主因当前市场显示的钢厂利润和厂库情况,相比过往几次主动减产周期,恶化程度更小,暂未达到触发大幅降产阈值。展望后续,南方地区后续所面临的减产压力更大,其中螺纹、线材和中厚板是主要承压的品种,其中中厚板厂库在各区域均同比偏高。同时,也需要关注冷轧厂库去库趋势能否持续,以及华东和南方地区热卷的厂库波动...
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